233+ iOS apps curated and reviewed
Whether you're new to annex wealth management or looking for an upgrade, our curated collection of 233+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 5.0★ (1) | No | No | Jun 2026 |
| 2 |  | Free | 4.6★ (7K) | Yes | No | Jul 2026 |
| 3 |  | Free | 4.8★ (11K) | Yes | No | Jul 2026 |
| 4 |  | Free | 4.9★ (37K) | No | No | Jul 2026 |
| 5 |  | Free | 4.8★ (17K) | Yes | No | Jul 2026 |
| 6 |  | Free | 4.6★ (29K) | No | No | Jul 2026 |
| 7 |  | Free | 4.8★ (62K) | No | No | Jul 2026 |
| 8 |  | Free | 3.6★ (239) | No | No | Jul 2026 |
Securely access your Annex Wealth Management accounts and stay informed with the latest updates. Manage your finances on the go with tools designed for client convenience and security.
This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.
Manage your investment and insurance accounts, make payments, and track your net worth. Consolidate all your financial accounts in one place to monitor spending and view your overall financial health.
Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.
This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.
Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.
Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.
Access your investment accounts on the go with this app. View your portfolio, check balances, and review performance. Securely message your advisor and deposit checks directly from your device.
This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.
Manage your wealth on the go with this app. View account balances, transfer funds, deposit checks, and securely share documents with your advisory team. Link external accounts for a complete financial overview.
Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.
Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.
Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.
Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.
Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.
Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.
Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.
Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.
This app allows registered investors to manage their wealth by investing in mutual funds, tracking portfolios, and aligning investments with life goals. It offers a paperless process, research-backed portfolios, and features for earning extra returns on idle funds.
Access a comprehensive view of your financial accounts and explore your investment portfolios in detail. Analyze metrics, compare performance, and discover insights on core themes with an intuitive digital banking experience.